# Page 2 | Folio Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Folio the right Email Tracking solution for you? Explore 73 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/191077/Folio/reviews --- Folio 4.5 (73) [View alternatives](https://www.capterra.com/p/191077/Folio/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of Folio ## Showing most helpful reviews Showing 26-50 of 73 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JJ Julia J. Real Estate Transaction Coordinator Real Estate Used the software for: 2+ years ### "Folio is a great email and timeline tool!" February 5, 2022 5.0 Overall I really enjoy the product! Pros I absolutely love that Folio automatically creates different organized files in your inbox as well as keeping you and your clients informed with a convenient timeline! Cons Sometimes I feel that the home page is a little overwhelming and unorganized with all of the automated files that pull from your email. Once you take the time to get organized you are good to go. Review Source MB Maggie B. Realtor Real Estate Used the software for: 1-2 years ### "Incredible value - wouldn't be able to function without it!" August 11, 2020 5.0 Excellent product. Pros With multiple escrows going at one time, I can't think of a better way to stay in constant communications with my clients. After entering in the escrow schedule and sharing, I just have to post updates to the schedule as they happen. The clients automatically get the update. And they feel more comfortable knowing the escrow is still on track. It's also a great way to educate them about the local utilities they need to check with before they move in, and who the inspectors are if there are questions. Excellent product. Cons Sometimes it doesn't load in my Gmail on the right-hand side bar. I have to open the Folio page in my browser to see the schedule. Other times it loads fine. Not sure what the problem with the plug-in is, or how to fix that glitch. Also, I desperately need an iPhone app where I can view escrow schedules and contacts, and make entries. Review Source MM Mary M. Broker Associate Real Estate Used the software for: 2+ years ### "Folio works for my business" October 7, 2020 5.0 Overall pretty good. Not sure how it's working too well with my assisstant...the jury is out! Pros Ease of use. Downloading was easy and linked seamlessly to my gmail account. Folio tracks all emails and delivers them to me in a pdf at the end of the transaction. Cons The listing date runs from the time I enter the transaction. I work with builders and updating homes and the time that takes after I have signed the listing paperwork can be 2 - 5 months. You need a pre-listing period. Also, I use it to track rental/leases for my investor clients and you don't offer that. Reason for choosing Folio It easily syncs with my gmail...great! Review Source DW Darla W. Real Estate Transaction Coordinator Real Estate Used the software for: 6-12 months ### "Folio for real estate" October 7, 2020 4.0 Very convenient for keeping all parties in a transaction updated on progress. I can share the timelines with clients and each individual agent on that transaction. I still do my manual follow up but many of the buyers and sellers will follow the timeline and stay a step ahead of me. Pros I love having the timelines, contacts, notes all in one place. Once the contacts are entered they sync right to my gmail contacts. No need to enter them on my phone. I know who is calling, clients, lenders, title company, etc.. Templates were fairly easy to set up. Cons It can be a bit glitchy on rare occasions. When terminating a file and then putting it under contract again its a bit tricky if you want to keep separate folders. I used folio previously, but have been using this currently for about 4 -5 months. Have had 2 or 3 occasions where my Folio will not display at all. Usually for just a short time. Never more than 15 minutes. Reason for choosing Folio Used Folio with a previous company. Review Source JC Jennifer C. Broker Real Estate Used the software for: 1-2 years ### "Clients like it, I like it!" October 23, 2020 5.0 Keeps me and the client on track in one easy to use system. I would otherwise have to calendar everything and that takes more time. I would also not be able to save all emails into one pdf which is very useful. Pros The timeline is important. It keeps you and the client on track with next steps. It is easy to use and gives you a way to save all of your email communication into one pdf to save to the file. Cons The template for a buyer not yet under contract can get glitchy. Allowing the parties to comment on a particular timeline event so that everyone is notified would be useful as well. Adding the addresses so that the sync with MAPS on the calendar would be helpful. I won't add showings through the software for this very reason. Review Source JZ Joey Z. REALTOR Real Estate Used the software for: 1-2 years ### "Great tool to keep clients and partners on the same page" October 15, 2020 5.0 It has been great! I started using this as a way to keep all of my emails and transactions in the same place. Now I find it hard to be without it. So many clients and vendors say they love it too. I currently use the free version, but would like to eventually get the full package to do all of my transactions at the same time. Pros It helps all parties stay on the same page as far as my real estate transaction timeline goes. I also like that is is a reference to contractors needed in through the process like utilities, plumbers, title companies, lenders, etc. I highly recommend it all of the time to other agents in my office and that I co-op with on deals. Cons The limit on transactions and ease of transferring to a new email address when changing. Review Source PJ Pete J. Realtor, Notary Public Real Estate Used the software for: 6-12 months ### "Folio Review" August 11, 2020 5.0 Being a Team Transaction Coordinator, it helps me to manage the various properties we have in process on the team. I color code the properties so I know visually which agent is responsible. I like that it captures the eMail and identifies it for the appropriate folder which saves me the time of "moving" emails around. Pros Automatically categorizes my eMails into the various Property Accounts and sync's with my Google Calendar so when I view the calendar I can see key tasks on the dates. Cons It sends me reminders for "upcoming" task eMails even though the task is marked as COMPLETE sending me off on research that I don't need to do. It also identifies "New Addresses" too many times. Working on a Real Estate Team, addresses are typically thrown around ... and FOLIO thinks they are new address. I spend more time than I would like replying NOT MY PROPERTY to Folders it tries to set up. Review Source EL Elizabeth L. Realtor Real Estate Used the software for: Less than 6 months ### "Folio is an everyday part of my business" October 16, 2020 5.0 I'm very happy with the product! I will continue use of the product to make my business successful and more streamlined. My only recommendation would be to offer a discount package or rate for new agents. Pros One of my favorite features of Folio is the customizable timeline that I'm able to share with my clients to keep everyone on track. It helps me stay organized and ahead of schedule. Another one of my favorite features is the automatic email organization. This saves me a ton of time when I'm looking for emails and documents. I don't have to dig through endless files trying to find what I need. This is the only software that offers this right now, and I honestly don't want to work without this tool. Another feature that I like, is that I can save my recommendations on providers, like lenders, contractors, title companies and have them automatically show to my client without having to manually add them every time. It's a one and done kind of thing. Folio is a fantastic product to streamline your work, and stay organized. Cons Folio is expensive compared to other products on the market, but other products do not offer the automatic email organization. Review Source PT Paul T. Realtor Real Estate Used the software for: 2+ years ### "Needs tweaking" August 6, 2020 4.0 It provides another avenue to look at for dates and timelines. Pros Help me and my clients keep track of dates Cons It keeps telling me there is a folder for a property, problem is if another agent sends me a listing to review it want me to set up a folder when I have nothing to do with the property, with the 30 or so emails I get every day its just another task I have to do to delete the folder. Review Source CF Chris F. Realtor / Associate Broker Real Estate Used the software for: 2+ years ### "Make this part of your system" August 11, 2020 5.0 I love this system and recommend it to everyone in my office. Pros I love that this system keeps everyone in the transaction on the same page and keeps all of the tasks in front of us. It impresses clients and removes anxiety and stress from my daily operation. Getting a buyer or seller template set up is simple and, since it is automatically applied, you can get a timeline set up in just a couple of minutes. Cons I don't care for the side pop out. It gets in the way and takes up screen space from Gmail. Review Source TS Taylor S. Realtor Real Estate Used the software for: 2+ years ### "Good, but could be better." October 15, 2020 4.0 Pros Pros: easy to use and set up, customer service is quick to respond to issues. I like the PDF archive and review linking functionality. Cons Cons: way too many files are created with the "suggested folders" creating dozens of folders with random addresses and names of people I happened to email a single time. Also, if you are maxed on your Gmail contacts, the software doesn't work whatsoever. Lastly, I get 6 email notifications for one file deadline which is annoying. Review Source AL Ashley L. Transaction Coordinatior Real Estate Used the software for: 6-12 months ### "Folio is the answer to all your Transaction needs !!!!!!!!!!" October 15, 2020 5.0 With Folio I am able to keep all of my parties for the deal on track and updated with all changes and steps with the Closing Process ! Before I would have to go in and individually put in all dates into my google calendar for reminders. With Folio it automatically sets up the dates and reminders for me once I apply the template ! I love it ! Pros This system is extremely easy to use and will make your transaction timelines easier to access and keep up to date with your team and Clients ! Cons I wish I could add additional contacts and resources we use for our Clients and the local vendors they can use for their home needs Review Source SS Sharyn S. Real Estate Agent Real Estate Used the software for: 2+ years ### "Folio is a real estate must have" August 5, 2020 5.0 Folio is an amazing product that saves me time, organizes my thoughts, and allows my business to run so much more efficiently. Pros This software is integral to my business, it keeps me on track of my to-do's and gives regular reminders to myself, my team, and my clients where as calendar notifications might not be sufficient. It also ensure everyone is on the same page in our process which is amazing. Cons Some of the date set up features get wonky Review Source HM HEATHER M. Consultant Real Estate Used the software for: 6-12 months ### "Klunky, ackward & invasive" June 10, 2020 1.0 Overall, prettier but functionally NOT that much better than a spreadsheet. Would not use again. Pros None stand out. The cons outweigh any of the would be better individual components. Cons Does not interface well in the ways it is supposed to integrating with email. it does however try to attach itself to non-relevant emails, making it more annoying than useful. Review Source Response from Amitree June 18, 2020 Hi Heather, We're so sorry that you had a less than great experience with Folio. We strive to make sure every Folio user gets value and benefit from using Folio. I see some existing support tickets regarding your subscription where we honored a partial refund, however, we want to make sure you feel that this was the correct course of action as we never want our users to feel like they didn't get value. Please contact us at support@amitree.com if you would like us to provide a full refund. We do feel that Folio can provide significant value to you still and would like to offer you a 1:1 session with one of our support specialists who will make sure Folio is setup correctly and working how you expect it to. If you are willing to take us up on this, please include that in your email to support@amitree.com. Thanks for trying Folio and we look forward to the opportunity to make this right. Sincerely, Tony Rindsberg Chief Marketing Officer Amitree KK Kimberly K. TC Real Estate Used the software for: 1-2 years ### "Folio Review" August 5, 2020 4.0 Our company has about 90 single family home rentals and we average about 50 to 75 Real Estate transactions per year. We are using Folio to streamline our Transaction Coordinator work and to provide a central location for all agents transaction information Pros \- Fairly easy to use - Once set up, the automations are fantastic! - Price is decent Cons \- I wish I had access to more industry specific templates or a place where people could share templates and stop re-creating the wheel - I wish it let me say when I need a Folio folder instead of just creating one for EVERY single person who has ever emailed me Review Source NT Nic T. Real Estate Agent Real Estate Used the software for: 2+ years ### "One of the Best Expenses of my Business" October 15, 2020 5.0 Pros I love the organization of the system. The timeline is genius and allows my clients to access my service providers at anytime during the transaction. I have and will continue to refer to other agents. I know a majority of co-oping agents love the timeline feature as well. Cons Early on there were issues with my assistant using the service. But that has been resolved. Review Source RC Rachael C. Acquisitions Analyst Real Estate Used the software for: 2+ years ### "Folio is must for any real estate professional" October 7, 2020 5.0 Pros Folio allows me to easily input transaction dates and syncs with my Google calendar. I never miss a mortgage commitment deadline and I am always aware when properties are going to settle. It sends notifications out to my clients, who think it is a personal message from me every time. Cons Didn't seem compatible with Outlook so I only use it with my Gmail account. Review Source JH Jeff H. Realtor Real Estate Used the software for: 6-12 months ### "Keeps Everything Organized" October 9, 2020 5.0 Overall a great tool to keep everything and everyone organized in a given transaction Pros I really love the timeline feature. I can put all the important dates and invite the clients, lenders, title company, etc so we all see the shared timeline and stay on track for a smooth closing. The Gmail integration is also great where all email correspondence is kept together in smart folders. It makes locating and downloading everything super simple. Cons The dashboard interface could use some better ease of use tools. If I have a deal fall through or an offer doesn't get accepted I sometimes have to search to delete the timeline and stop with notifications regarding that timeline. Review Source MM Manny M. Realtor Real Estate Used the software for: 6-12 months ### "Folio is a great way to get organized" October 9, 2020 5.0 This is the best way to get organized if you have different vendors and/or to keep the transaction moving without having to do emails yourself. Best system I have found for the money. Pros It gives me functionality that makes customer service and communication easier. I can include everyone on a transaction and keep everyone on point. I am primarily a listing agent and this is one of the best tools I have found and would stand behind. Cons It has glitches and customer service is done via text, if you are not familiar with online chats or get frustrated easily, this is not a system for you. This system has worked extremely well for me, but there have some frustration involved. Review Source AD April D. Broker Real Estate Used the software for: 2+ years ### "HELPING HAND" October 7, 2020 5.0 This helps me keep on track while my transactions are being worked through. Pros I love that I can keep my clients and all vendors up to date while going through the transaction. Cons I like the software. Maybe having your transaction totals and graphs would be great for goal setting. Review Source AK Andy K. Transaction Coordinator Real Estate Used the software for: 1-2 years ### "Great tool for TC's" October 12, 2020 4.0 Happy with it as a tool for me to stay organized! Pros This is a great calendar and notification system! I love that it connects to my ical and iphone and all of my timelines are at my fingertips! Cons I dont like the automatic file creation and i feel that there should be an intro "how to use Folio" from an agents perspective. Ive had many issues with agents who cant sync the calendar or dont know how to use it. Review Source AV Armando V. Transaction Manager Real Estate Used the software for: 2+ years ### "Folio is a life saver" October 7, 2020 5.0 This has been overall a great software program to use. The team of 15 agents use it and use it daily. They went from having inbox full of messages to a tidy inbox that only has items that are unread. Pros Time it saves Ease of use Price Simplicity Cons Doesn't always pick up emails in folders Review Source SH Summer H. Real Estate Agent Real Estate Used the software for: 2+ years ### "Folio is great for Real Estate Agent " October 7, 2020 5.0 Pros Easy access for my clients to keep track of dates and reminders Cons It’s hard to move folders around. Can’t delete duplicate folders only archive which causes unnecessary clutter. Review Source JE Julia E. Realtor Real Estate Used the software for: 2+ years ### "This product is an anxiety Eliminator! " October 7, 2020 5.0 Exceptional. Couldn’t run my business with out it! Pros Keeps my clients and I ontop of deadlines and gives everyone a clear overview Cons Nothing to be honest. This product is amazing! Review Source KW Keith W. Broker/Owner Real Estate Used the software for: 2+ years ### "Very useful tool. " August 11, 2020 5.0 Pros Affordable, Easy to use, Time saving templates, Automated Cons More accurate templates, Needs better options to add deadlines before closing date or after acceptance. Review Source Similar Products Featured